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Cyndeo Wealth Partners’s AGNC Investment AGNC Stock Holding History

Cyndeo Wealth Partners’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,992
Closed -$118K – 480
2025
Q4 		$118K Buy
+10,992
New +$113K 0.01% 473

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Vanguard Portfolio Management
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cyndeo Wealth Partners's AGNC Position: Q1 2026 in Review

Cyndeo Wealth Partners sold out of AGNC Investment (AGNC) in Q1 2026, closing a stake of 10,992 shares — an estimated $118K sold.

Cyndeo Wealth Partners first reported a position in AGNC in Q4 2025 and held it in 1 quarter. The position peaked at $118K in Q4 2025. 679 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Cyndeo Wealth Partners reported no remaining AGNC Investment position as of Q1 2026 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 10,992 AGNC Investment shares in Q1 2026, an estimated $118K.
  • Cyndeo Wealth Partners first reported a position in AGNC Investment in Q4 2025 and held it in 1 quarter.
  • Cyndeo Wealth Partners's AGNC Investment position peaked at $118K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.